Home
PFG Advantage
Advisors
- Why Join PFG?
- PFG RIA Advantage
Institutions
- Program Management
- Consulting Services
Clients
- PFG Financial Advisors
News & Insights
Careers & Opportunities
Contact

Privacy Policy

Contact

Office: 480-528-1373

Toll-Free: 1-800-405-8850

3200 North Central Avenue

Suite 200

Phoenix, AZ 85012

communications@pfgteam.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

PFG Advisors’ Form ADV Part 2A and Form CRS | SEC Marketing Rule Disclosure-Financial Institutions

Privacy Policy | Business Continuity Plan Summary

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services of America Member FINRA/SIPC. Insurance products offered through approved carriers. Priority Financial Group, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.

Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value